+466.3%
LLY vs ONDS
-37.5%
+503.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.7% | +8.1% | +1.5% |
| 7D | +1.6% | -3.8% | +5.4% | +1.6% |
| 30D | +21.5% | -17.2% | +38.7% | +21.7% |
| 3M | +16.4% | -40.2% | +56.6% | +17.2% |
| 6M | +51.5% | -38.5% | +90.0% | +52.1% |
| YTD | +33.9% | -42.9% | +76.9% | +34.1% |
| 1Y | +49.1% | -5.3% | +54.4% | +47.2% |
| 3Y | +144.6% | +820.7% | -676.0% | +120.0% |
| 5Y | +466.3% | -41.6% | +507.9% | +448.0% |
| All | +466.3% | -37.5% | +503.8% | +448.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ONDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling